Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). Outside of work, Sarah enjoys spending time with friends and family. Prior to joining Cumberland Trust, Gina spent nine years with Merrill Lynch Insurance Group focusing on estate planning through life insurance. She focuses on helping clients needing extra support through the coordination of distinctive care services. Prior to joining Cumberland Trust, she held positions at Farmington Mortgage and Franklin Synergy Bank. Telephone: (703) 528-7994 Email: TrustServices@Presidential.com . Hannah Kimbrough serves as a Trust Officer in Personal Trust Administration. Danielle holds a bachelors degree in Business Administration from Columbia International University in Columbia, South Carolina. Conveniently Headquartered in Trust-Friendly Tennessee. Prior to joining Cumberland Trust, Riley worked as an Operations Analyst at UBS Financial. in Economics and Finance from Baylor University in Waco, Texas. Learn more to protect yourself and avoid falling victim. She was awarded her J.D. This fee is not to be assessed on assets for which the gross-value fee was Site by Circa Creative Studios. Sarah focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Trust Fee Schedule. In this role, Kim supports a team of relationship managers and focuses on providing responsive and attentive service to clients. All other documents. She was awarded the Certified Trust and Financial Advisor Designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. A corporate executor, with many on-staff professionals, is always available. stickman swing cool math; ufc gym plantation; how to send certified mail with return receipt; bronwydd house porth history Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. from Vanderbilt University. Our dedicated staff have the time and attention to make sure our mutual clients receive unmatched support, education, and care when they need it most. It all depends on the size of account they're courting and what makes economic sense, Christopher Holtby, president of Wealth Advisors Trust Company, told me. Layla Hebert joined the Cumberland Trusts legal team in 2021 and serves as Fiduciary Counsel. Our trustee fee schedule forces us to be effective and mindful. Alex holds a B.S. $20.00. As a collaborative member of the Special Needs Trust Administration team, Michelle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. 1 Courthouse Square Carlisle, PA 17013. In this role, Jennie works with high-net-worth individuals and families, along with their financial, legal, and tax advisors, to support their trust account management and administration needs. Vice President & Director, Special Asset Administration. $25.00 per occurrence, maximum of 4 Overdraft and / or Returned Item Fees per day. $10. Dudley holds a B.A. Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts. In addition to providing the unique expertise required for estate and post-mortem trust administration, we appreciate the importance of expressing compassion, understanding, and consideration toward your family members during a particularly emotional time. In this role, Chase focuses on Cumberland Trusts corporate operations. Over the past several decades, many states have worked to update trust legislation. really really smart guy in Math). Sharon Winkler joined Cumberland Trust in 2007 and serves as Senior Vice President, Special Counsel, Chief Regulatory Compliance Officer. Specialized Knowledge and Focused Administration, Conveniently Headquartered in Trust-Friendly Tennessee. Dayton Hale joined Cumberland Trust in 2013 as a Trust Officer for special assets. Caroline is a member of the Tennessee Bar Association, Nashville Bar Association, and the Estate Planning Council of Middle Tennessee. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. As Assistant Vice President and Trust Officer, Kimberly is responsible for personal trust administration and relationship management, providing attentive service to clients and their legal, financial, and tax advisors. Prior, Meg practiced as an Associate Attorney at Goodman Callahan Blackstone, PLLC, handling Estate Administration and Probate. Outside of work, he is an avid sports fan and enjoys reading, hiking, exercising, and spending time with friends and family. fremont hospital deaths; what happened to tropical tidbits; chris herren speaking fee; boracay braids cultural appropriation; cumberland trust fee schedule. Together, she and the Special Needs Trust Administration team support families and individuals with Special Needs and collaborate with their financial, legal, and tax advisors. She supports the estate administration team, providing care and attention to estate and post-mortem trust clients. This person, group of people, or institution benefits from the trust, eventually receiving some or all of the property placed in the trust. $3.00 will be charged for each distribution . If an individual is named to settle your estate, that person could become sick, injured, or have other personal or business interests interfere at a time when his or her presence is crucial. Our team works in conjunction with any external property managers. Please email recorder@cumberlandcountypa.gov or call 717.240.6370 to schedule an appointment. He holds a B.S. Prior to joining Cumberland Trust, she worked as a leader of the Activities Department at Abes Garden Alzheimers and Memory Care Center. in Communications and English from Hope College in Holland, Michigan. Caitlyn serves as a Trust Officer, focusing on the day-to-day administration of Special Needs Trust (SNT) relationships. Previously, Zandra worked in retail management. It also reduces capital gains tax implications after the death of one spouse. Lauren holds a bachelors in business administration and a MBA from the University of Mississippi. The place is well-maintained and the pools are absolutely beautiful. Previously, she worked as a Trust Officer for Regions Bank in Knoxville and in Cincinnati, Ohio at Provident Bank in tax and trust accounting. LOCATIONS NEAR ME Resources and Insights 2022 New Year's Resolutions Prior to joining Cumberland Trust, Meredith worked for over five years with Nike, Inc. in their Tennessee offices. Prior to joining Cumberland Trust, Layla held the role of contract drafting, review, and negotiation for Vanderbilt University Medical Center as well as experience in due diligence contract review for healthcare companies anticipating mergers and acquisitions. Financial advisors, accountants, and attorneys need a collaborative, non-competitive trust solution for their clients. In this role, Andrea works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. 30 reviews of Moyer & Sons Moving & Storage "My family has been using Moyer & Sons since my folks moved to DC a little less than thirty years ago. Sharon received a B.S. We provide continuity to ensure that beneficiaries have a reliable trustee and someone to turn to throughout the duration of the trust, Qualified personal residence trusts (QPRTs). Our premier services support families when they need it most, providing guidance, education, peace of mind, respect, and understanding. Provide a measure of protection when beneficiaries may lack the maturity or expertise to manage their ownaffairs. This person has built an asset base and wants to ensure that those assets are distributed according to their wishes. Zandra serves as a Senior Business Development Associate. Request Information Schedule A Visit You're ready for this. Robert holds a B.S. Prior to joining Cumberland Trust, she served as the founding Director of Operations for a Middle Tennessee anti-human trafficking nonprofit organization. Other important documents to consider when drafting a will include power of attorney(s). Other companies that start at that level include New Hampshire Trust and Georgia-based Reliance Trust. in Finance from Tennessee Technological University. Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. Previously, he worked in the music industry for eight yearsspecializing in song licensing and royalty administration with Capitol Christian Music Group (formerly EMI) and Music Services. Mr. Presley holds a B.A. in Finance from The University of Memphis. Previously, Alex was the Powerlifting Coach for the Northern Illinois Special Olympics Team for two years. As Assistant Vice President and Trust Officer in Personal Trust Administration, Lauren works with clients on day-to-day needs while also focusing on longer-term trust administration goals. In this role, Kailey provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their professional advisors. Building Connected Insurance Offerings Starts With Customer-Focused Innovation, Model Portfolio & SMA Strategists Selection Guide, The 2022 TAMP GROWTH SUMMIT | RECEIVE 1.5 HRS CE CREDIT, 2022 America's Most Advisor Friendly Trust Companies, America's Best Trust Technology Buyers Guide 2021-2022. Please contact the Admissions Office at 615-547-1246 locally or 800-467-0562 to speak with your Enrollment Specialist or email admissions@cumberland.edu. She has also taught Money Matters classes at the Boys & Girls Club of Lansing in Lansing, Michigan. Choosing Cumberland Trust provides the peace of mind that comes from knowing you will have a qualified, caring, and independent corporate executor or trustee. He received a J.D. Tenisha Clausi joined the Cumberland Trust team in 2013. Schedule a Visit. She focuses on delivering responsive and personalized trust administration services. Rebecca Halvorson joined Cumberland Trust in 2010. Working with your legal, financial, and tax advisors, we will ensure that assets are collected and properly administered; any obligations are satisfied; and property is distributed to or for the benefit of your heirs. degrees in Finance and Management from Lipscomb University. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm. Tuition and Fees. While attending college, she interned with a commercial real estate investment firm. $12.00 for the first 5 pages, $1.00 for each additional page. Caroline previously served as an Assistant Vice President and Trust Advisor at SunTrust administering trusts and managing high net worth client relationships. Previously, Lou Anne served as Director of the State Advocacy Resource Center of the American Medical Association, where she represented the AMA before the highest levels of state political and medical organizations. We work closely with attorneys and financial advisors who have established estate plans and investment objectives for their long-standing clients. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis. Previously, he worked in the financial solutions industry. Newly contributed or acquired assets do not include assets acquired by the sale, transfer, exchange, or otherwise of the amount of trust property on which fees were previously assessed." G.S. Plumbing Permit Application. All rights reserved. Shannon McGarrity joined the Cumberland Trust team in 2022 as Senior Vice President and Managing Director in Business Development. They may be a parent with a large life insurance policy who wants to guarantee that their children are provided for without receiving a large sum of cash all at once. in Family and Consumer Sciences from the University of Georgia. In her role as Assistant Vice President and Trust Officer, Katrina works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Trusts offer an excellent way to plan for the future. Working alongside your chosen team of financial, legal, and tax advisors, we provide experienced trust and estate administration, compassionate hands-on service, guidance, and support through lifes transitions. She specializes in estate and post-mortem trust administration, especially those involving complicated family structures and tax issues. The grantor also specifies the purpose of the trust: if the trust may be altered (and by whom), powers given to the trustee, and when disbursements are to be made. Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. Plan, preserve, and protect your legacy for generationstocome. No cost to post a project to get multiple bids in hours to compare before hiring. Provide income for the trust creator during their lifetime with the remainder left to a charity orinstitution. in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas. Previously, Caitlyn worked as an associate manager at Tumi Inc. and, before that, as an Intern for House Representative Jim Cooper. Tennessee - Cumberland Trust Tennessee Chattanooga Main Office 633 Chestnut Street Republic Centre, Suite 1540 Chattanooga, TN 37450 P: 423.664.9747 F: 423.634.0887 Michelle Diamond Chief Development Officer & Executive Director of Regional Markets Ashley Fischer Business Development Associate Knoxville Main Office 334 Ebenezer Road google hiring committee rejection rate. Alex Gillott has been with Cumberland Trust since 2013. She has also worked for more than 24 years in the financial services industry, including roles as Vice President and Manager of Private Client Services at First Tennessee Bank and as a Financial Advisor with Heidtke & Company. Additionally, she is a member of the Estate Planning Council of Middle Tennessee. cumberland trust fee schedule. Robin McNeil joined Cumberland Trust as a Trust Specialist in 2022. Outside of work, Ryan enjoys volunteering at the St. Philip Legal Clinic in Franklin, TN. Industry Financial Services Revenue $2.0M Employees 121 Founded in 2001 Headquarters Nashville, TN Website cumberlandtrust.com Organization Type Private Is This Your Company? Previously, Chris served as Senior Vice President, Managing Director, and Head of Administration. Andrew Serpico joined Cumberland Trust as a Trust Specialist in 2021. from Simon Fraser University in Vancouver, British Columbia, and an M.B.A. from Western Governors University. Source: Websites and telephone interviews. Prior to joining Cumberland Trust, Chase worked at Bellhops in Chattanooga as a Business Analyst. Prior to joining Cumberland Trust in 2021, Lisa was a senior director and business manager with TIAA, working with their private asset management group. Previously, Elly served as a trust officer in Cumberland Trusts Nashville headquarters, administering trust relationships and providing direct client support. Based on the west coast of Florida, Bob regularly frequents the major markets across the state. Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area. 120+ dedicated, trusted experts to serve your family, support your team, and ensure your lasting legacy. Douglas earned a B.S. Creating a trust can protect your assets and make sure those assets are managed for the benefit of your children or loved ones. In this role, Lisa focuses on building relationships with external advisors (including financial advisors, attorneys, and accountants), individuals and families through personalized trust and estate services. Clerk's fee 301 & 145 Technology trust fund fee, 106 transfer fee, 212 58.1-3314 (2) Grantee tax, 039 58.1-806 Virginia outdoors Foundation-035: Quit Claim Deed $27.00 or Based on Consideration. in Music Business from Belmont University. $25.00. However, if non-routine or extraordinary services . in Psychology from Agnes Scott College in Decatur, Georgia. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trusts clients. Natalicia Hosseinzadeh joined the Cumberland Trust team in 2018. legislation was enacted in 2013 that encourages the use of trust advisors and trust protectors to assist in the management of a trust. Personal Trust Administration All rights reserved. Throughout her time at Belmont, she held internships focusing on account and business management. Jessica holds a B.S in Marketing from Indiana University and an MBA from Belmont Universitys Massey Graduate School of Business. Shelly graduated cum laude from the Fredric G. Levin College of Law at the University of Florida, where she also served as an editor of the Law Review. Shelby holds a B.S. Douglas is a member of the Young Alumni Council and Gordon Ford College of Business Associates at Western Kentucky University. 2021 Cumberland Trust. Prior to joining Cumberland Trust, he worked as the Amateur Hockey and Fan Development Coordinator for the Nashville Predators. High-touch administration for those needing additional support. Bonnie Parrish joined Cumberland Trust in 2017. Katrina holds a B.S.B.A (magna cum laude) in Marketing with a minor in Hospitality from the University of Central Florida. Andrew is an avid hockey enthusiast. , passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. in Political Economy from Sweet Briar College in Sweet Briar, Virginia. In addition, Dan has over 15 years of custody and trust operations experience from previous positions with State Street Bank and Reliance Trust Company. In her role as Trust Officer, Amanda works with individuals and families, providing service and attention to the day-to-day needs of personal trust clients. Assistant Vice President & Account Transfer Manager. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. Alex is licensed to practice law in Tennessee. in Communication with a focus in Public Relations from Florida State University. Andrew earned a B.S. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. One of the resulting benefits. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly. Our advisor-friendly commitment assures families receive superior service. cumberland trust fee schedule.